COMMENTS

Little effect on HPE's bottom line, or on customers?

As a CEO, his only accountability is to the shareholders. If he's confident that the sales teams will be capable of gouging more cash out of customers, there will indeed be "little effect", from this perspective.

What does Neri know?

Any cost increases will disproportionately affect HPE because of their inabillity to pass costs increases onto their customers. Even Dell in the past has complained about HPE's weakness in this respect hampering their own ability to push prices up.